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BKMS vs CGSM

BNY Mellon Municipal Short Duration ETF vs Capital Group Short Duration Municipal Income ETF

BKMS

BNY Mellon Municipal Short Duration ETF

BNY Mellon

Annual cost

0.35%

Fund size

$438M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 0.10% less per year.
  • BKMS follows a active selection strategy; CGSM uses index tracking.
  • BKMS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BKMSCGSM
Annual cost (TER)0.35%0.25%
Fund size (AUM)$438M$1.1B
Since20002023
Dividend yield2.43%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.33%
Max drawdown-0.87%-1.42%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BKMS and CGSM